We follow a disciplined six-step process to keep you on-track to achieving your goals. This keeps us all focused on what’s important – helping you live life the way you want.

Six-step process - the key to how our team manages client relationships and client wealth

  1. Discovery –We sit down with you to complete a comprehensive review of your current circumstances and your personal and financial goals.

  2. Investment Policy Statement – We establish the basic guiding principles for building and managing your portfolio, which we document in an Investment Policy Statement – an individualized blueprint for building and protecting wealth.

  3. Portfolio Implementation – Using the resources of a team of portfolio strategists and research analysts, we construct your investment portfolio, ensuring it adheres to the Investment Policy Statement.

  4. Wealth Planning –We address financial planning, tax minimization, wealth protection, intergenerational wealth transfer and charitable giving. In doing so, we draw on a wide range of resources available through the RBC Dominion Securities Wealth Management Services team and works with your existing tax, legal, estate and business advisors.

  5. Ongoing Communication – On an ongoing basis, you receive regular reviews and reporting, including a monthly account statement, quarterly portfolio review statement, annual tax package and online account access.

  6. Regular Reviews – As your needs evolve, periodic reviews ensure that your plan remains an effective tool in achieving your objectives.